Investment Platforms
Get the latest news and insights on investment platforms (including digital, mobile and online platforms), and how these developments impact financial advisors, the wealth management industry and more.
Robos Are Now Everywhere, Luring Away Your Future Clients
By Bernice NapachRobos are becoming better positioned to hook clients earlier in their financial lives, researcher David Goldstone says.
January 29, 2020
5 Ways to Bring More Women Into Asset ManagementA new book offers insights into why the industry needs more female participation and how to make that a reality.
January 24, 2020
Morgan Stanley Rolls Out New Mobile Banking ProgramSeparately, the wirehouse reported that it ended 2019 with 15,468 financial advisors and $2.7 trillion in client assets.
January 15, 2020
Repeat Buyers Led 2019 M&A Charge in 2019: TD AmeritradeRIA deals surged 60% from 2018, a new study finds.
January 14, 2020
For Wealth Managers, M&As Surge to New Record in 2019The same forces that drove M&A activity in 2019 are expected to prevail this year, according to Fidelity.
January 14, 2020
Bonus Culture on Wall Street Is Coming to an EndChanges will render individuals' judgment less important; many in finance and insurance will lose their jobs.
January 06, 2020
Janney Added 32 Advisors From Wells Fargo, Merrill and Morgan Stanley in 2019With the wirehouse advisors and 12 other veteran reps, it added some $3.4 billion in assets to its Private Client Group.
December 13, 2019
RIA M&As Keep on Chugging: FidelityThe November total is flat from a year ago, but the number of RIA deals is up 36% year to date, Fidelity says.